+1,055.3%
DELL vs QID
-80.2%
+1,135.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.7% | -4.0% |
| 7D | -1.9% | +2.7% | -4.6% | -0.3% |
| 30D | +14.9% | +3.3% | +11.6% | +17.8% |
| 3M | +37.2% | -5.5% | +42.7% | +37.2% |
| 6M | +254.0% | -28.4% | +282.4% | +212.7% |
| YTD | +306.1% | -26.6% | +332.7% | +267.6% |
| 1Y | +312.3% | -34.1% | +346.4% | +258.1% |
| 3Y | +654.0% | -73.7% | +727.7% | +405.4% |
| 5Y | +1,055.3% | -80.7% | +1,136.0% | +660.9% |
| All | +1,055.3% | -80.2% | +1,135.5% | +660.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling